Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lenius is a financial advisor with over 30 years of experience in the industry. David is currently registered with Osaic Wealth, Inc. and has previously worked at Woodbury Financial Services, Inc., Packerland Brokerage Services, Inc., Pruco Securities Corporation and The Prudential Insurance Company of America. David holds the Series 6, 7, and SIE licenses and is a Certified Financial Planner and a Chartered Financial Consultant. David's areas of expertise include financial planning, pension consulting, educational seminars, and portfolio management for both businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
01/19/2024 - Present
Osaic Wealth, Inc. (STURGEON BAY WI)
WI
04/16/2009 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (STURGEON BAY WI)
WI
01/01/1996 - 04/17/2009
PACKERLAND BROKERAGE SERVICES, INC. (STURGEON BAY WI)
NJ
05/11/1990 - 01/03/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/11/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 05/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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